ISO/TS 81346-3:2012

Industrial systems, installations and equipment and industrial products — Structuring principles and reference designations — Part 3: Application rules for a reference designation system

ISO/TS 81346-3 establishes comprehensive and practice-oriented principles and rules for the designation of technical objects within a system, as well as for the designation of connections, signals and documents in accordance with the corresponding basic standards. The principles of ISO/TS 81346-3 apply to all technical fields for all industries and can be applied in all phases of the life cycle of a technical object. The designation of types, individuals, cost-centres, projects, etc. is not covered.

Systèmes industriels, installations et appareils, et produits industriels — Principes de structuration et désignations de référence — Partie 3: Règles d'application pour un système de désignation de référence

General Information

• Status: Withdrawn
• Publication Date: 10-Jul-2012
• Withdrawal Date: 10-Jul-2012
• ICS: 01.110 - Technical product documentation
• Technical Committee: ISO/TC 10/SC 10 - Process plant documentation
• Drafting Committee: ISO/TC 10/SC 10/JWG 10 - Joint ISO/TC 10/SC 10 - IEC/TC 3 WG: Reference designation system
• Current Stage: 9599 - Withdrawal of International Standard
• Completion Date: 07-Jan-2019

Relations

• Revises: ISO/TS 16952-1:2006 - Technical product documentation — Reference designation system — Part 1: General application rules
• Effective Date: 09-Apr-2011

Standards Content (Sample)

TECHNICAL ISO/TS
SPECIFICATION 81346-3
First edition
2012-07-15

Industrial systems, installations and
equipment and industrial products —
Structuring principles and reference
designations —
Part 3:
Application rules for a reference
designation system
Systèmes industriels, installations et appareils, et produits industriels —
Principes de structuration et désignations de référence —
Partie 3: Règles d'application pour un système de désignation de
référence




Reference number
ISO/TS 81346-3:2012(E)
©
ISO 2012

---------------------- Page: 1 ----------------------
ISO/TS 81346-3:2012(E)

COPYRIGHT PROTECTED DOCUMENT


©  ISO 2012
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means,
electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or
ISO's member body in the country of the requester.
ISO copyright office
Case postale 56  CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail [e-mail]
Web www.iso.org
Published in Switzerland

ii © ISO 2012 – All rights reserved

---------------------- Page: 2 ----------------------
ISO/TS 81346-3:2012(E)
Contents Page
Foreword . iv
Introduction . v
1  Scope . 1
2  Normative references . 1
3  Terms and definitions . 2
4  Designation systematics . 5
4.1  General . 5
4.2  Designation process . 6
5  Tasks of designation . 7
5.1  General . 7
5.2  Conjoint designation . 7
5.3  Designation of technical objects . 8
5.4  Designation of other objects . 12
6  Construction of designation . 13
6.1  Syntax overview . 13
6.2  Conjoint designation . 14
6.3  Reference designation . 14
6.4  Specific designation . 16
Annex A (informative) Designation process within a project . 18
Annex B (informative) Application examples . 30
Annex C (informative) Other helpful terms and definitions for a “designation system” . 34
Bibliography . 48

© ISO 2012 – All rights reserved iii

---------------------- Page: 3 ----------------------
ISO/TS 81346-3:2012(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies
(ISO member bodies). The work of preparing International Standards is normally carried out through ISO
technical committees. Each member body interested in a subject for which a technical committee has been
established has the right to be represented on that committee. International organizations, governmental and
non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the
International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees is to prepare International Standards. Draft International Standards
adopted by the technical committees are circulated to the member bodies for voting. Publication as an
International Standard requires approval by at least 75 % of the member bodies casting a vote.
In other circumstances, particularly when there is an urgent market requirement for such documents, a
technical committee may decide to publish other types of document:
 an ISO Publicly Available Specification (ISO/PAS) represents an agreement between technical experts in
an ISO working group and is accepted for publication if it is approved by more than 50 % of the members
of the parent committee casting a vote;
 an ISO Technical Specification (ISO/TS) represents an agreement between the members of a technical
committee and is accepted for publication if it is approved by 2/3 of the members of the committee casting
a vote.
An ISO/PAS or ISO/TS is reviewed after three years in order to decide whether it will be confirmed for a
further three years, revised to become an International Standard, or withdrawn. If the ISO/PAS or ISO/TS is
confirmed, it is reviewed again after a further three years, at which time it must either be transformed into an
International Standard or be withdrawn.
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. ISO shall not be held responsible for identifying any or all such patent rights.
ISO/TS 81346-3 was prepared by Technical Committee ISO/TC 10, Technical product documentation,
Subcommittee SC 10, Process plant documentation.
ISO/TS 81346-3 cancels and replaces ISO/TS 16952-1:2006 which has been editorially revised for integration
in the ISO 81346 and IEC 81346 series.
Documents in the 80000 to 89999 range of reference numbers are developed by collaboration between ISO
and IEC.
ISO 81346 consists of the following parts, under the general title Industrial systems, installations and
equipment and industrial products — Structuring principles and reference designations:
 Part 3: Application rules for a reference designation system [Technical Specification]
IEC 81346 consists of the following parts, under the general title Industrial systems, installations and
equipment and industrial products — Structuring principles and reference designations:
 Part 1: Basic rules
 Part 2: Classification of objects and codes for classes
Further parts on sector-specific rules are under consideration.
iv © ISO 2012 – All rights reserved

---------------------- Page: 4 ----------------------
ISO/TS 81346-3:2012(E)
Introduction
This International Standard is the basic standard for structuring principles and reference designation.
IEC 81346-1 provides a number of possibilities for the construction of reference designations. For most
applications, however, only a subset of the possibilities given in IEC 81346-1 needs to be used. IEC 81346-1
does not restrict the use of the reference designation system to a specific area. It is sometimes necessary to
incorporate further basic requirements, and it is recommended that these be specified and explained in
supporting documentation.
To enhance an efficient implementation of those basic rules and to ensure a consistent interpretation of those
rules, an easily understandable system is necessary. Consequently, ISO/TS 81346-3:
 offers broadly based, general solutions with rules for a practice-oriented and consistent application;
 fulfils the requirements for ergonomics and occupational safety;
 takes into account memorability, labelling, and processing in common office- and CAx-tools;
 summarizes in a single document all technical designation tasks (reference designations according to
function, product and location aspect as well as designation of connections, signals, documents);
 recommends decoupling of reference designation activities of plant designers and of equipment suppliers,
by use and allocation of different aspects;
 introduces the “conjoint designation” for higher level objects without specific aspect;
 supports the handling of computer programs and parts of such programs as technical products;
 forms the basis for sector-specific solutions and specifications in further parts, in order to achieve a
consistent designation across different technical fields.

© ISO 2012 – All rights reserved v

---------------------- Page: 5 ----------------------
TECHNICAL SPECIFICATION ISO/TS 81346-3:2012(E)

Industrial systems, installations and equipment and industrial
products — Structuring principles and reference
designations —
Part 3:
Application rules for a reference designation system
1 Scope
This part of ISO 81346 establishes comprehensive and practice-oriented principles and rules for the
designation of technical objects within a system, as well as for the designation of connections, signals and
documents in accordance with the corresponding basic standards.
The principles of this part of ISO 81346 apply to all technical fields for all industries and can be applied in all
phases of the life cycle of a technical object.
The designation of types, individuals, cost-centres, projects, etc. is not covered by this part of ISO 81346.
2 Normative references
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.
ISO 9355-1, Ergonomic requirements for the design of displays and control actuators — Part 1: Human
interactions with displays and control actuators
ISO 9355-2, Ergonomic requirements for the design of displays and control actuators — Part 2: Displays
ISO 12100, Safety of machinery — General principles for design — Risk assessment and risk reduction
IEC 61175, Industrial systems, installations and equipment and industrial products — Designation of signals
IEC 61355-1, Classification and designation of documents for plants, systems and equipment — Rules and
classification tables
IEC 61666, Industrial systems, installations and equipment and industrial products — Identification of
terminals within a system
IEC 81346-1:2009, Industrial systems, installations and equipment and industrial products — Structuring
principles and reference designations — Part 1: Basic rules
IEC 81346-2:2009, Industrial systems, installations and equipment and industrial products — Structuring
principles and reference designations — Part 2: Classification of objects and codes for classes
© ISO 2012 – All rights reserved 1

---------------------- Page: 6 ----------------------
ISO/TS 81346-3:2012(E)
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
3.1
aspect
specific way of viewing an object
[IEC 81346-1:2009]
3.2
building
construction works that has the provision of shelter for its occupants or contents as one of its main purposes,
and which is usually partially or totally enclosed and designed to stand permanently in one place
[ISO 6707-1:2004]
3.3
designation
generation of task-specific reference designations for technical objects in accordance with fixed rules
3.4
document
information on a data medium
NOTE 1 Normally a document is designated in accordance with the type of information and the form of presentation,
for example overview diagram, connection table, function chart.
NOTE 2 Information can appear in static manner on paper and microform, or dynamically on (video) display devices.
[IEC 61082-1:2006]
3.5
document kind
type of document defined with respect to its specified content of information and form of presentation
NOTE Sometimes the term document type is used for the same concept.
[IEC 61355-1:2008]
3.6
document kind class
group of document kinds having similar characteristics concerning the content of information independent of
the form of presentation
[IEC 61355-1:2008]
3.7
documentation
collection of documents assigned to a specific object
NOTE This can include technical, commercial and/or other documents.
[IEC 61082-1:2006]
3.8
function
intended or accomplished purpose or task
[IEC 81346-1:2009]
2 © ISO 2012 – All rights reserved

---------------------- Page: 7 ----------------------
ISO/TS 81346-3:2012(E)
3.9
infrastructure
system of facilities, equipment and services required for the operation of an organization
[ISO 9000:2005]
3.10
multi-level reference designation
reference designation consisting of concatenated single-level reference designations
[IEC 81346-1:2009]
3.11
object
entity treated in a process of development, implementation, usage and disposal
NOTE 1 The object may refer to a physical or non-physical “thing”, i.e. anything that might exist, exists or did exist.
NOTE 2 The object has information associated to it.
[IEC 81346-1:2009]
3.12
plant
complete set of technical equipment and facilities for solving a defined technical task
NOTE A plant includes apparatus, machines, instruments, devices, means of transportation, control equipment and
other operating equipment.
[IEC 60050-351:2006]
3.13
process
sequence of chemical, physical or biological operations for the conversion, transport or storage of material or
energy
[ISO 10628:1997]
NOTE 1 Different processes or process steps can be carried out in the same process plant or plant section at different
times.
NOTE 2 A process can also be regarded as an entirety of interacting events in a system through which material,
energy or information are transformed, transported or stored.
3.14
product
intended or accomplished result of labour, or of a natural or artificial process
[IEC 81346-1:2009]
3.15
reference designation
identifier of a specific object formed with respect to the system of which the object is a constituent, based on
one or more aspects of that system
[IEC 81346-1:2009]
© ISO 2012 – All rights reserved 3

---------------------- Page: 8 ----------------------
ISO/TS 81346-3:2012(E)
3.16
signal
unit of information conveyed from one object to another
NOTE Messages (units of signals) may be sent in a communication network in the form of telegrams. Such
messages may represent one or several signals.
[IEC 61175:2005]
3.17
single-level reference designation
reference designation assigned with respect to the object of which the specific object is a direct constituent in
one aspect
NOTE A single-level reference designation does not include any reference designations of upper level or lower level
objects.
[IEC 81346-1:2009]
3.18
structure
relations among the elements of a system
[IEC 60050-351:2006]
3.19
system
set of interrelated objects considered in a defined context as a whole and separated from their environment
NOTE 1 A system is generally defined with the view of achieving a given objective, e.g. by performing a definite
function.
NOTE 2 Elements of a system may be natural or man-made material objects, as well as modes of thinking and the
results thereof (e.g. form of organisation, mathematical methods, programming languages).
NOTE 3 The system is considered to be separated from the environment and from the other external systems by an
imaginary surface, which cuts the links between them and the system.
NOTE 4 The term "system" should be qualified when it is not clear from the context to what it refers, e.g. control system,
colorimetric system, system of units, transmission system.
NOTE 5 When a system is part of another system, it may be considered as an object as defined in this standard.
[IEC 81346-1:2009]
3.20
terminal
point of access to an object intended for connection to an external network
NOTE 1 The connection may refer to:
 a physical interface between conductors and/or contacts, or piping and/or duct systems to provide a signal, energy or
material flow path;
 an association of functional nature established between logical elements, software modules, etc. for conveying
information.
NOTE 2 The external networks may be of different nature and accordingly they may be classified. IEC 81714-3
provides such classifications.
[IEC 61666:2010]
4 © ISO 2012 – All rights reserved

---------------------- Page: 9 ----------------------
ISO/TS 81346-3:2012(E)
4 Designation systematics
4.1 General
4.1.1 Designation systematics is a well-ordered and methodical process of forming designations on the
basis of simple rules, ensuring compliance with the following requirements:
a) consistency in all phases (e.g. engineering, operation and decommissioning) and engineering disciplines
(e.g. process, civil, mechanical and electrical engineering) of a project;
b) fulfilment of ergonomic principles in accordance with ISO 12100, ISO 9355-1 and ISO 9355-2, with regard
to occupational health and safety (hazard analysis, fault tracing, job orders, equipment release
procedures, etc.), e.g.
 simple structure of designation,
 easy-to-remember representation,
 clear legibility and easy memorability,
 error-free interpretation;
c) improvement of information management and information quality control, e.g. by establishing:
 identifiers for data and document management systems,
 identifiers for configuration and quality management systems,
 clear cross-references between physical application and documentation.
The designation shall clearly and unambiguously identify all objects and associated information according to
their function, implementation and location.
The designation shall describe the real structure of an object and its relations to other objects.
The designation of the parts of a system shall be generic to such an extent that the system can be
incorporated in any other system, without the need for changing the reference designations in any of the
systems involved.
4.1.2 IEC 81346-1 provides a number of possibilities for the construction of reference designation. For most
applications, however, only a subset of the possibilities given in IEC 81346-1 needs to be used. For a
consistent application in practice, this part of ISO 81346 establishes clear and easily understandable rules and
guidelines as well as well-defined specifications for the following:
 tasks of designation (see Clause 5);
 general and sector neutral construction of designation (see Clause 6).
4.1.3 This part of ISO 81346 stipulates only basic rules. Detailed and specific requirements are given in the
sector-specific parts, in order to cover the specific needs of different application fields. These specific
requirements comprise:
 a relevant subset of designation possibilities;
 letter codes for infrastructure objects;
 a reference designation that identifies the object unambiguously (main aspect);
© ISO 2012 – All rights reserved 5

---------------------- Page: 10 ----------------------
ISO/TS 81346-3:2012(E)
 transitions between different aspects;
 a sector-specific designation structure;
 the allocation of structural levels to letter code tables;
 additional aspects.
4.1.4 Furthermore, the following specifications need to be established and documented for each project:
 conjoint allocation;
 notation, e.g. in documents, on labels, on displays.
4.1.5 The chosen structure, with corresponding reference designations, shall be documented not only in
relevant object describing documents, but also in a separate document describing the structure.
For a specific project, the general rules shall be listed at the start of the designation process and documented
complete with specific requirements in separate instructions.
4.1.6 An example of a designation process within a project is given in Annex A. Application examples are
given in Annex B. Other terms and definitions that are used in the context of a “designation system” and will
be helpful for the elaboration of sector-specific parts of this International Standard are given in Annex C.
4.2 Designation process
The designation process comprises the following sub-processes.
Starting from process flow diagrams, overview diagrams, site plans, etc. used to describe the structure of the
overall project in accordance with IEC 81346-1, the overall object shall be broken down according to different
viewpoints. For instance, a location with industrial facilities can be divided into specific areas (e.g.
manufacture, power plant). These objects shall be defined as top-level nodes of the overall structure and shall
serve as starting point for subdivisions into lower-level aspect-oriented structures (see 5.3.1).
At an early stage in the planning, the task-oriented representations of the object of interest shall be translated
into a hierarchical tree-like structure under a functional aspect. In subsequent phases, the products that fulfil
the tasks of the partial objects viewed under functional aspects shall be defined and structured. To designate
the location of the products, the overall object shall be structured under the location aspect. Structuring shall
be performed in compliance with the principle of constituency, i.e. an object is a constituent of a single higher
object, but can comprise several sub-objects (hierarchical structural model). The subdividing process is
completed with the smallest object of interest for the defined purpose.
Partial objects shall be defined and classified during the structuring process. To classify partial objects, it is
possible to use IEC 81346-2:2009, Table 1, for non aspect-specific purposes and/or sector- or project-specific
letter code tables structured in accordance with IEC 81346-2:2009, Table 2. In cases where both methods are
used, the allocations of the structural level to the corresponding letter code level shall be defined. The parts of
an object shall be classified in accordance with their location in the structure (structural level), as specified by
the agreed tables.
The prefix for the aspect, the letter code of the object class and an additional number form the single-level
reference designation. The number is used to distinguish between objects belonging to the same class and to
the same overall object. The multi-level reference designation is created by concatenating the single-level
reference designations represented in the path beginning with the top-most one.
To establish a unique designation, it is necessary to create task-specific designation combinations (in relation
to technical objects, signals, connections, documents), as described in Clause 6.
The designation shall be used for labelling technical objects in the plant, for designating documents and for
identifying the representation of objects in documents.
6 © ISO 2012 – All rights reserved

---------------------- Page: 11 ----------------------
ISO/TS 81346-3:2012(E)
Reference designations with different aspects can be used in databases to network object information in
different records (“pragmatic relations”). This yields a large number of task-related evaluation options, e.g.
information about the location of products performing a function and which are reported as defective.
Figure 1 shows the schematic representation of the designation process.

Figure 1 — Schematic representation of the designation process
5 Tasks of designation
5.1 General
A reference designation shall
 identify an object,
 provide information regarding the class to which the object belongs, and
 provide information on where the object is located within a structure.
5.2 Conjoint designation
It is recognized that on a site different plants may exist. In order to address these plants with respect to the
site, it may be necessary to apply a conjoint designation. A conjoint designation is a reference designation of a
plant/system with respect to the site, which is not related to one of the defined aspects.
NOTE In IEC 81346-1, the aspect type “other aspect" (for aspects see 5.3.1.1) is introduced together with the prefix
sign “#”. Conjoint designation is considered as one of the “other aspect” types.
The use of the conjoint designation is optional. The application, structure and number of data characters shall
be defined project-specifically.
If this designation is used as part of the identifier (see 6.1), the systems, objects and products which fulfil the
same task in different plants can have the same reference designation. Unambiguous designations are
obtained by means of the different conjoint designations. There is a significant ergonomic advantage in
adopting this approach. Even if the equipment is moved from plant to plant, the necessary changes of its
designation are limited. The same principle applies to designations of locations.
© ISO 2012 – All rights reserved 7

---------------------- Page: 12 ----------------------
ISO/TS 81346-3:2012(E)

Figure 2 — Conjoint designation, designation principle
5.3 Designation of technical objects
5.3.1 Reference designation
5.3.1.1 Aspects
The reference designation identifies objects for the purpose of correlating information about an object among
different kinds of documents and the products implementing the system.
A system, and each constituent object, can be viewed in many ways, called “aspects” (see Figure 3).
Questions:
 What does the object do? (function aspect)
 How is the object constructed? (product aspect)
 Where is the object located? (location aspect)
NOTE In IEC 81346-1, the aspect type “other aspect” is introduced together with the prefix sign “#”. This aspect type
is applied in this part of ISO 81346 as “conjoint designation”, see 5.2.
8 © ISO 2012 – All rights reserved

---------------------- Page: 13 ----------------------
ISO/TS 81346-3:2012(E)

Explanations:
 Materials are to be conveyed in a transport process. This task requires electrical energy, which shall be switched by a
control. The equipment shall be protected from the effects of short circuit and overload (function aspect).
 A breaker with contacts is part of a cabinet (product aspect).
 A building with floors contains a number of rooms (location aspect).
Figure 3 — Aspects
© ISO 2012 – All rights reserved 9

---------------------- Page: 14 ----------------------
ISO/TS 81346-3:2012(E)
5.3.1.2 Structures
With respect to the three types of aspects considered in 5.3.1.1, and following the rule of constituent objects,
three independent structures can be generated (see Figure 4).

Explanations:
The relations of objects (represented by nodes) within one structure tree are partitive relations, e.g.
 the cabinet consists of the breaker, etc.; the breaker consists of contacts, etc.;
 the contact is a constituent of the breaker, the breaker is a constituent of the cabinet.
The relations of objects (represented by nodes) between different structure trees are associative (pragmatic) relations
(indicated by dotted lines); these open numerous options for the extraction of comprehensive information regarding the
plant, e.g.
 the basic tasks of switching and protecting are implemented with a breaker: this device is part of a cabinet, which is
installed in a certain room on a floor of a building;
 a room contains cabinets with breakers, one of which performs the functions of switching and protecting within the
transporting process.
Figure 4 — Structures and relations
5.3.2 Designation of function-oriented structure
The function aspect shall be based on the purpose of the system, without necessarily taking into account the
products used to fulfil this purpose or their location.
An additional aspect of the function type enables distinction to be drawn between, e.g.:
 functional units with dynamic effects,
 the control function view,
 the energy supply function view.
A precise definition shall be documented in the sector-specific parts of this International Standard.
10 © ISO 2012 – All rights reserved

---------------------- Page: 15 ----------------------
ISO/TS 81346-3:2012(E)
The designation based on the function aspect is preferably performed in the early planning phase of a project
without taking implementation into account. Normally, this type of designation is first used by the planner of
the overall process (top-down approach).
5.3.3 Designa
...